Jaskaran
Sandhar

Denver Wealth Management, Inc

CRD#7316704
Investment Advisor
in Englewood, CO

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About this Advisor

Jaskaran Sandhar is a financial advisor based in Englewood, Colorado, working with Denver Wealth Management, Inc. Jaskaran has previously held positions at Ssc, Waddell & Reed, Inc, Enterprise Bank, Gnc Nutrition, Sam's Wholesale Club, Student, Ivy Distributors, Inc, Fidelity Investments, Lpl Financial, and Denver Wealth Management. Jaskaran has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Jaskaran is part of Denver Wealth Management, Inc, which operates out of Englewood, Colorado. The firm has 4 offices and 17 employees. The firm manages assets totaling $372.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Denver Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5299 Dtc Blvd, Suite 1350 Suite 1350
Englewood, CO 80111

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Denver Wealth Management, Inc Brokerage Details

Total Assets Under Management

$372,594,995

CO Average: $2,349,664,866
Total Number of Employees

17

CO Average: 28
Total Number of Accounts

2,125

CO Average: 1,101
Average Account Size

$175,339

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jaskaran Sandhar Work History

2023 - Present (1 year)

Lpl Financial

2023 - Present (1 year)

Denver Wealth Management

2021 - 2021 (< 1 year)

Ivy Distributors, Inc

2021 - 2023 (2 years)

Fidelity Investments

2020 - 2020 (< 1 year)

Ssc

2020 - 2021 (1 year)

Waddell & Reed, Inc

2019 - 2020 (1 year)

Enterprise Bank

2017 - 2017 (< 1 year)

Sam'S Wholesale Club

2016 - 2020 (4 years)

Student

2015 - 2016 (1 year)

Gnc Nutrition

2010 - 2015 (5 years)

Student

Disclosures

Please visit the SEC profile of Jaskaran Sandhar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Denver Wealth Management, Inc

Austyn Garcia
Englewood, CO
Isaac Russo
Englewood, CO
Joseph Garry
Englewood, CO
David Frum
Englewood, CO
Zachary Bouck
Englewood, CO
Bryson Braden
Englewood, CO
Edite Saripova
Englewood, CO
Jaskaran Sandhar
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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